JF
JF

Jeff Fluharty

25 Years of Experience
Fresno, CA
Broker

Jeff Fluharty is a registered investment advisor at Wells Fargo Advisors, based in Fresno, CA, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8080 N Palm Ave, Ste 106, Fresno, CA, 93711

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeff has 100% ownership of Fluharty Financial Group, an investment-related business, since 2022. He dedicates minimal time to this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Wells Fargo Advisors
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - November 2022 · 11 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - November 2022 · 11 yrs 10 mos
Wells Fargo Investments, LLCBroker
February 2002 - January 2011 · 8 yrs 11 mos
Wells Fargo Investments, LLC
February 2002 - January 2011 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2000 - February 2002 · 1 yr 2 mos
State Registrations19 states
ARAZCACOCTFLIAIDINMAMTNMNVORSDTNTXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.